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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

626 hedge funds and large institutions have $23B invested in iShares US Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 148 increasing their positions, 301 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+51
Holders Change %
+8.87%
% of All Funds
10.1%
Holding in Top 10
68
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-29.9%
% of All Funds
1.1%
New
130
Increased
148
Reduced
301
Closed
69
Calls
$1.86M
Puts
$41K
Net Calls
+$1.82M
Net Calls Change
-$342K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.61B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.69B
3
Stifel Financial
3
Stifel Financial
Missouri
$421M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.75B
5
Truist Financial
5
Truist Financial
North Carolina
$1.08B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.27B
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$9.9M
3
LPL Financial
3
LPL Financial
California
$351M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$313M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
651
Beam Wealth Advisors
Louisiana
– -$715K -31,398 Closed
BW
652
Bison Wealth
Georgia
– -$704K -30,970 Closed
SWM
653
Scissortail Wealth Management
Oklahoma
– -$558K -24,982 Closed
SCFS
654
S.C. Financial Services
Arizona
– -$556K -24,424 Closed
KIG
655
Kowal Investment Group
Wisconsin
– -$538K -23,634 Closed
PIA
656
Perennial Investment Advisors
California
– -$526K -23,124 Closed
WP
657
WealthSpring Partners
California
– -$513K -22,540 Closed
LF
658
LifeSteps Financial
California
– -$511K -22,471 Closed
3LCM
659
3D/L Capital Management
Connecticut
– -$497K -21,838 Closed
CA
660
Crewe Advisors
Utah
– -$441K -19,385 Closed
EL
661
EQ LLC
Washington
– -$435K -19,120 Closed
HIMC
662
Heritage Investors Management Corp
Maryland
– -$413K -18,118 Closed
CA
663
CGN Advisors
Kansas
– -$401K -17,603 Closed
DA
664
Detalus Advisors
Missouri
– -$328K -14,432 Closed
TPW
665
Transatlantique Private Wealth
New York
– -$326K -14,306 Closed
AFAS
666
Acorn Financial Advisory Services
Virginia
– -$317K -13,918 Closed
GF
667
Gries Financial
Ohio
– -$310K -13,611 Closed
RW
668
Rede Wealth
Virginia
– -$292K -12,844 Closed
HKIMG
669
Hutchens & Kramer Investment Management Group
Indiana
– -$288K -12,564 Closed
AWA
670
Arkadios Wealth Advisors
Georgia
– -$285K -12,516 Closed
RCAG
671
Rehmann Capital Advisory Group
Michigan
– -$275K -12,078 Closed
SHGA
672
Sand Hill Global Advisors
California
– -$274K -12,025 Closed
MA
673
MKT Advisors
California
– -$268K -11,782 Closed
1WA
674
180 Wealth Advisors
Washington
– -$266K -11,668 Closed
ACK
675
Andrew C. Karlinski
– -$265K -11,660 Closed
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